Files

Within the Files tab on a staff profile:

• Add Doc, Docx, Xls, Xlsx, JPG, JPEG, PNG and PDF files
• These files are not visible by staff and are for internal reference only
• Add a title and description to each file along with a category/type
• Files are automatically saved with a date, time and user stamp
• Files can be approved into an official document log

To add and save files onto a staff profile:

• Go to a Staff profile > Files tab
• Click on + Add
  
  • Now you have the options to
    • Select your File (Mandatory)
    • Add a Title
    • Add a Description
    • Select a Type
• ​​​​​​​Once the file is added it will show in the list
  • You now have the following options:
    • To Approve the file into an official document log. Upon selecting Approve you will see this message
    • View the Description added to the file entry
    • View or Download the file depending on the file type added
      • PDF files will be downloaded
    • Actions > Edit
      • To edit the file details
      • Please note that once a file is approved, you can no longer edit the details
    • Actions > Delete
      • To remove the file
      • Please note that once a file is approved, you can no longer remove the file